{
  "crd_number": 325116,
  "slug": "position-wealth-the-woodlands-tx-325116",
  "primary_business_name": "POSITION WEALTH",
  "legal_name": "POSITION WEALTH LLC",
  "dbas": [],
  "city": "The Woodlands",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-02-27",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 242108683.0,
  "raum_discretionary": 242108683.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 9375.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 37125735.0,
      "count": 142
    },
    "high_net_worth_individuals": {
      "raum": 204960600.0,
      "count": 73
    },
    "corporations_other_businesses": {
      "raum": 12973.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "NJ",
    "NV",
    "PA",
    "TX",
    "UT"
  ],
  "websites": [
    "https://facebook.com/PositionWealth",
    "https://instagram.com/positionwealth",
    "https://linkedin.com/company/position-wealth",
    "https://positionwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325116",
  "city_as_filed": "THE WOODLANDS",
  "url": "https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116",
  "display_name": "Position Wealth",
  "summary": "Position Wealth is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.",
  "citation": "AdvisorCensus. Position Wealth (CRD 325116): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Position Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Position Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Position Wealth located?",
      "a": "Position Wealth's principal office is in The Woodlands, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Position Wealth registered with the SEC or a state?",
      "a": "Position Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325116."
    },
    {
      "q": "How much does Position Wealth manage?",
      "a": "Position Wealth reports $242,108,683 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Position Wealth's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Position Wealth: Regulatory assets under management: $153,188,151 in the October 2023 data and $242,108,683 in the October 2026 data, up 58%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Position Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (73); charitable organizations (1)."
    },
    {
      "q": "Does Position Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325116"
    },
    {
      "q": "What changed in Position Wealth's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NJ, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 153188151.0,
      "total_employees": 2,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 166365426.0,
      "total_employees": 2,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 206173951.0,
      "total_employees": 3,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 242108683.0,
      "total_employees": 3,
      "filing_date": "2026-07-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NJ, PA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $206,173,951 to $242,108,683 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AZ."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 142,
      "fewer_than_5": false,
      "raum": 37125735.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 73,
      "fewer_than_5": false,
      "raum": 204960600.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 9375.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 12973.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325116",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}